Daniel Newman
@danielnewmanUV
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CEO @TheFuturumGroup | Co-Founder @TheSixFiveMedia & @Signal_65 | @Forbes @MarketWatch Contributor | 7x Best-Seller | Digital Transformation | Dad x3
Austin, TX
Joined December 2010
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Great change of pace today after a blizzard of
@nvidia
to join CNBC
@PowerLunch
today with Tyler Mathison and
@contessabrewer
as well as Steve Kovach and
@Kr00ney
to talk breaking news as Apple is rumored to be jumping on the next funding round of OpenAI.
We also dove into the
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2K
9K
@united
Hey
@united
- nice new web page 😂😂😂 (some clever person has just mended you)
#meme
#photoshop
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568
1K
The chip shortage will continue to be an important topic. Good to hear
@Qualcomm
's incoming CEO,
@cristianoamon
weigh in on the situation, its impact and the outlook for semiconductors and more.
#Technology
#Mobility
#5G
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196
Having followed and opined for the past few years through an onslaught of
@Qualcomm
challenges from settling its differences with
@Apple
to facing relentless pursuit by the FTC. This
@WSJ
interview with CEO
@SteveMollenkopf
is an excellent read.
#5G
$QCOM
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Top 10
#DigitalTransformation
Trends for 2019
1.
#5G
Yes!
2.
#Chatbot
Yes!
3.
#Cloud
to
#Multicloud
4.
#Blockchain
Maybe
5.
#AI
#IoT
and
#Analytics
Yes!
6.
#GDPR
and
#Privacy
7.
#MixedReality
over
#VR
8.
#Edge
to Core
9.
#ITaaS
10.
#CEO
take the lead
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My thoughts on a big day of announcements for NVIDIA at
#Gamescom19
->
@NVIDIA
Furthers PC Gaming Lead As Ray Tracing Takes Over At Gamescom
#Gaming
#pcgames
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Exploring the
@HPBusiness
Thunderbolt Dock G2. One connection to my notebook and I have the ultimate workstation from anywhere. Power, network, high-speed data and even dual monitor connectivity.
#HPThunderbolt
#ad
See it here:
#FutureofWork
#Tech
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At a glance: big tech by number of data centers. 👇🏻
$NVDA $AMZN $NVDA $GOOGL $AAPL
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Excited to Rank 2 by
@ARInsights
Power 100 Global Tech Analysts. Based upon Research, Articles, Press, Social and Industry Interaction, this one feels more important than a lot of the "Friend Lists" that are published. Couldn't have done it w/o an amazing team!
#Tech
#Analyst
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Thank You! Thank You! Thank You!
Our 4th annual
#SixFiveSummit
has come to an end.
It couldn't have happened without our amazing sponsors and talented speakers.
Recap...
60 Speakers
40 Vendors
28 C-Level Executives
All zeroed in on
#Innovation
in a complex economy.
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Next week after
@Dreamforce
I'm heading to NYC for
@Qualcomm
Auto Investor Day. I've been bullish on $QCOM digital chassis strategy with its rapid design pipeline growth & automaker wins. Interested in hearing from
@cristianoamon
& team on the road ahead.
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New
@MakingMarkets_
is live. Great conversation with
@BillRMcDermott
talking about how
#tech
is going to be the key to solving many of our biggest economic and business problems. Here is a preview from our conversation. Link to full in the comments. $NOW
#Markets
#CEO
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Preview: Last week
@Qualcomm
hosted its
#Automotive
Investor Day at the Classic Car Club in NYC. I sat down with Nakul Duggal, SVP/GM of $QCOM's to discuss how
#semiconductors
and software are changing the industry. (Link in comments)
#automotive
#tech
#ADAS
#autonomousvehicles
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Here we go:
@Qualcomm
Solid result in challenging Macro
Opex: $2.2B down 6% seq. vs. 3-5% (on initiation of cost actions) ✅
Results in line w/ expectations – EPS above guidance mid-point, Rev just below
7% YoY growth in IoT ✅
58% YoY growth in Auto ✅
18% down Handset 🛑
$QCOM
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A Look at Forward P/E (2025) for Major Semiconductor Companies
Some thoughts.
1. NVIDIA has been on a heck of a run, but on a forward PE basis, it is still cheap compared to some other names aka Arm.
2. If you have conviction like I do that the HBM demand is going to soar
Let's delve into the world of semiconductors and examine where the top chip companies stand based on their projected 2025 earnings 🧐
$ARM, $NVDA, $AMAT, $ASML, $TSM, $LRCX, $AMD, $PI, $KLAC, $AVGO, $MRVL, $ADI, $ON, $TXN, $MU, $INTC, $CDNS, $SWKS, $SNPS, $SMH, $SOXX
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Here we go:
@IBM
Beat EPS/Revs (Top and Bottom)
Software +7% y/y and +14 CC
Consulting +5% and +16% CC
Infra +15% and +23% CC.
Hybrid Cloud +15% and +23% CC
FCF at $10B -- in line.
Credit to
@ArvindKrishna
.
@IBM
is a different company.
#Earnings
$IBM
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As I work on the trends for 2019, here are the Top
#DigitalTransformation
trends for 2018...
1.
#IoT
2.
#Analytics
3.
#5G
4.
#Edge
5.
#Blockchain
6.
#AI
7.
#VR
8. FailFast
9. Culture Hurdles
10. DT a top priority
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A prayer for my mom who just went into surgery this morning.
Should be 6-8 hours. 🙏🏻😇
This is my Mom (and my son)
She’s one of the bravest and kindest people I know.
Over the past 10 years she has fought a rare form of cancer (Sarcoma) which has entailed multiple major surgeries and chemotherapy.
Each time she has worked tirelessly to get back to full health
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If you can take the pile on the left or the pile on the right? Which do you pick?
NVIDIA market cap exceeds all of (combined)
$MU
$AMAT
$TXN
$QCOM
$ASML
$AMD
$TSM
With earnings on deck tomorrow… $NVDA is arguably the most important stock on the planet.
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Preview: Last week's Adobe deal to buy Figma made a lot of headlines. I had the chance to hop on with Adobe SVP Ashley Still to discuss the deal. Great conversation. Full link will go in the comments once it is live.
#Adobe
#Tech
#Collaboration
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This is my Mom (and my son)
She’s one of the bravest and kindest people I know.
Over the past 10 years she has fought a rare form of cancer (Sarcoma) which has entailed multiple major surgeries and chemotherapy.
Each time she has worked tirelessly to get back to full health
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Did you know?
One
@nvidia
H100 GPU can generate 5 minutes of video per hour with OpenAI’s Sora.
Generating video looks to be another catalyst for GPU sales.
$NVDA
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Well, I said this would be a busy news week for
@TheFuturumGroup
and it is. So, I have another wonderful announcement to make...
I couldn't be prouder and more excited to announce the appointment of
@NiccoloDeMasi
as our first ever Chairman.
Niccolo has a storied career that
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EP 105: Oracle Outperforms, Intel Spins, Planet, C3 AI, NVIDIA, and Marvell
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Here we go.
#Tech
comes out hot with
@IBM
beating on Top and Bottom line. No surprise here as a more focused IBM under
@ArvindKrishna
has been showing steady improvement and growth.
IBM Q1 EPS $1.40 Beats $1.38 Estimate, Sales $14.20B Beat $13.85B Estimate $IBM
#Earnings
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Blockchain’s countless applications can safely streamline your supply chain right now. See how:
@IBMIndustries
#Blockchain
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Very strong sentiment for
#LoRa
and Semtech with this announcement of a growing portfolio of LoRa-enabled Third Party Products based upon Amazon
#Sidewalk
.
Great validation of the platform and the technology.
#technology
#amazon
$SMTC $AMZN
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Today’s announcements all in one slide from the
@Intel
#DataCentric
event. Very impressive end to end offering to address not just the data center, but the
#Edge
as well.
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Autonomous mode, engaged. Self driving big rig in the Silicon Valley (Plus)
#AutonomousVehicles
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About the best endorsement that
@AMD
can get for its MI300X GPU would be Satya Nadella saying it offers the best price performance on GPT-4. $AMD
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A remarkable turn around in 2022 for $IBM. Focus in the right areas and solid leadership from
@ArvindKrishna
and team has delivered a robust result in an awful overall year for tech. Congratulations
@IBM
.
#Tech
#Markets
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Wow. From
#AR
to
#VR
and back. The future of extended reality taking
#XR
,
#AI
and
#5G
together. Watch the video. There is hope that this will be tech for everyone!
#snapdragonXR2
#SnapdragonSummit
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A conversation with Satish Thomas, Director of Product Management for
@MSFTDynamics365
. Deep dive into the future of
#CX
and Customer Data Platforms -> The Future of Customer Data Platforms - Futurum Tech Podcast Interview Series
#Podcast
$MSFT
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I'm heading to
#Think2019
next week to hear and see what
@IBM
is working on. My areas of interest:
1. IBM's
@RedHat
acquisition and progress there
2. Growth in their
@IBMCloud
business
3.
@IBMZ
, a critical product and will 2019 be a growth year
4. Strategy from
@IBMServices
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New
@MakingMarkets_
#Podcast
is live. Excited to bring back
@AntonioNeri_HPE
CEO at $HPE to talk about recent
#earnings
, a new slate of offerings from
@HPE_GreenLake
and a bevy of macroeconomic and geopolitical news. Here is the preview. Full EP in the comments.
#Tech
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According to our survey of over 1000 leaders in business and tech, the biggest hurdle for most company's digital transformation is the company's CEO and Board. While this may be somewhat surprising, it shows the importance of exec leadership in
#DigitalTransformation
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Today is a very large day for AI and
@AMD
.
Spoke with
@jonfortt
,
@KellyCNBC
, and
@KristinaParts
here in San Jose.
We covered the MI300x, supply challenges, market growth, and the collab/compete strategy with hyperscale cloud providers.
This isn't a one-horse race, and the
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It looks like the future will include
#MicrosoftTeams
as the center of our universe 😁
#MSBuild2021
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Excited to release our newest
@SixFivePodcast
"On the Road" where we spent 2 days
@IBMResearch
talking to its executive team about $IBM full stack story as well as its big bets in areas like
#Quantum
. Great way to hear the vision in one straight shot.
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It’s always a pleasure to learn from
@MichaelDell
. As an analyst, my job is to provide an unbiased view of the tech industry.
As a CEO it’s the opportunity of a lifetime to learn from a founder and CEO that grew
@DellTech
from 0-100 Billion.
#DellTechWorld
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AI can help you learn more about your customers, so you can give them exactly what they want:
@IBMIndustries
#AI
#MachineLearning
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100% of Google Gemini was trained using TPU.
There is more than one option for training an LLM 🤓
TLDR - GPU not required to train an LLM 🤯
Feels like most people don’t realize this. Which is why this warrants a RT.
$GOOGL $NVDA
I got confirmation by Google today that 100% of Gemini was trained on the TPU. 🔥
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When you are feeling down, just remember
@Apple
, a company valued at over $3 trillion thought that this was a good design. 😎😝
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🚨 Big News - We did a thing today! 🚨🚨
It has been a few months since I last said, “Here we grow again,” but I’m pleased to share that we have another incredibly exciting piece of news.
In our largest deal to date, I’m ecstatic to announce that we will acquire
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Great news! Here we grow again. This week will be another news week for
@TheFuturumGroup
and it starts with us addingThe
@CTOAdvisor
to the Futurum Group Family.
I've long admired Keith and his intelligent and passionate dialogue. And while we don't always agree on everything, it
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Here we go:
@Qualcomm
automotive financial analyst day. Gracious group
@cristianoamon
,
@nakulduggal
, and
@donnymac
to give a little time before the show began.
Love the convergence of
#Semiconductors
and
#Automotive
. Look forward to hearing the story. $QCOM
#Tech
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Looking at the right data is essential. See how data analysis can revolutionize your supply chain:
@IBMindustries
#AI
#BigData
#Analytics
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Great day of interviews for The Six Five at
@GoogleCloud
#GoogleCloudNext
:
- vint cerf on GC Innovation
- Phil Venables GC CISO
- June Yang and Sudhir Hasbe GC Cloud AI
- Bronwyn Hastings GC ISV & Channels – at Google Pier 57
#AI
#Cloud
#cybersecurity
#analytics
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Excited for the arrival of my
@SamsungMobileUS
#S10
+. The irony that I’m tweeting about it from my
#iPhone
isn’t lost on me.
#5G
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Big announcement from
@IBM
as the company placed its software portfolio on
@awscloud
. Sound move and important as
#multicloud
architecture become pervasive. Good for both companies. $AMZN $IBM
#Think2022
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So proud of the amazing lineup of
#CEO
, President and top C-Level Executives at this year's
#SixFiveSummit
We are live in just a few minutes, but the content will be rolling for the next 3 days.
Please join us for this year's event as we focus on
#innovation
in complex markets.
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In our survey of over 1000 business and IT leaders, budget was noted as the top
#DigitalTransformation
constraint. Followed by
1. Company Culture
2. Employee Knowledge
3. Management Support
4. Technology Partners
5. Lack of Vision
#CIO
#CEO
#CMO
via
@futurumxyz
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Always good to spend time with
@sanjaypoonen
, CEO
@Cohesity
. Impressed by his vision and leadership since taking the helm. Bright future for the company as its well positioned for growth.
#reinvent
#awsreinvent2022
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9
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Are we at a start/stop moment with Apple Vision Pro?
It felt like for a week or two it was the moment for XR and Apple was going to do what it does best and enter late but win a market.
No more than 6-8 weeks later and it seems fatigue has set in. No doubt AI and NVIDIA have
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Aves Senior Prom 💃
I can’t believe how fast time has flown by. 🥲
Next stop graduation… love you kiddo 🫶🏻
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Always appreciate
@PGelsinger
being so gracious with his time even on big days like today. Thanks Pat, for the extended conversation with the analysts at today’s AI everywhere event.
We look forward to tracking
@Intel
’s continued progress across the AI landscape.
#AI
$INTC
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🚨With Tuesday...Yes, more news🚨
Yesterday was an amazing day for
@TheFuturumGroup
with the acquisition of LuccaZara and the announcing of five new members of the team to help take the business to the next level.
But I promised it was the beginning of an exciting week of news.
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Qualcomm made a bold bet with the acqusition of Nuvia and then going all in on building a competitive alternative to x86 and Mac in a market that is known for being competitive and difficult to navigate.
Has it paid off?
The early read is Qualcomm has been able to find
Looks like Qualcomm Snapdragon X Elite is killing it early on this Copilot+PC race. Pretty amazing growth in design wins from previous generations Snapdragon processors!
@Snapdragon
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Preview: Copilot available on the Windows11 desktop, the entire Microsoft365 suite, and the Edge browser.
In the new Windows release on September 26.
#MicrosoftEvent
$MSFT
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A look at all of today's keynotes from Day 1 of the
#SixFiveSummit
Hock Tan, CEO
@Broadcom
Niklas Heuveldop, CEO
@EricssonNA
Ashmi Chokshi, GM
@Azure
Rob Bearden, CEO
@cloudera
Charles Ferland, VP & GM
@Lenovo
$AVG $MSFT $ERIC
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The
@DellTech
leadership team is really aligned on
#MultiCloud
. I agree with this trend. it's almost ubiquitous between
#HybridCloud
and MultiCloud. But the idea of using multiple public clouds is still early days. It's coming tho!
#DellTechSummit
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New
@MakingMarkets_
: This week joined by $FIVN CEO
@rowantrollope
talking markets,
@Five9
#earnings
, inflation and rising interest, and the future of
#cryptocurrency
#Tech
#Podcast
#Markets
Full Ep:
1
8
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Excited to be a part of
@DES_show
. Europe's largest
#digitaltransformation
conference in Madrid in May.
#DES2016
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The AI Market 👇🏻
Market data and assessment on GenAI and AI use data from
@AnalyticsIoT
I think the data center GPU market may be undercounting
@Nvidia
as I’ve seen data closer to 97-98%. I expect
@AMD
to dent this in 2024 but that will be a slow burn.
@Intel
to make inroads
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The Geek is Back!
@intel
CEO
@PGelsinger
joins The
@SixFivePodcast
live from
#IntelInnovation
@PatrickMoorhead
and I break down the past 3 years,
#AI
moment, the siliconomy, and how developers are set to capitalize on AI. This and more! Great discussion. Thanks Big Pat! $INTC
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Had the chance to talk to
@Intel
CEO
@PGelsinger
after the company reported its Q2 results.
Very positive, as expected following a strong result.
Reiterated "AI is a Workload" and the opportunity is more than GPU.
Also, its 5 processes in 4 years are on time, which is critical
1
10
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Day 3, Here we go!
#SixFiveSummit
Kicking off today is
@MarvellTech
COO Chris Koopmans talking about the
#AI
Boom.
3 Tracks Follow:
Modern Work with
@HP
President
@daveshull
#ESG
with
@ADI_News
SVP Greg Henderson
#CyberSecurity
with
@Broadcom
GM Rob Greer.
$AVGO $MRVL $ADI $HPQ
1
8
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Preview: New
@MakingMarkets_
is live:
@C3_AI
CEO
@TomSiebel
joins me in a very open and transparent conversation on all things
#economy
,
#tech
,
#AI
, and more. One of the most direct conversations I've had. A lot to learn from Tom, as he brings a wealth of knowledge. $AI
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Day 2 of The
#SixFiveSummit
STARTS NOW!
-
@Lenovo
’s
@KirkSkaugen
Day 2 Opener
-
@IBM
’s
@dariogila
Quantum Opener
-
@IBM
’s Kareem Yusuf Ent SW Opener
-
@Broadcom
’s Ram Velega Semi Opener
Registration is free!
@danielnewmanUV
@TheFuturumGroup
@MoorInsStrat
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Some thoughts on the AI Boom, Silicon, and The Year Behind & Ahead...
With the advent of ChatGPT in late 2022, the trajectory of innovation and widespread AI implementation has taken an unexpected turn since OpenAI released ChatGPT into the wild.
It's fascinating to witness the
0
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Great to have a chance to sit with
@MichaelDell
this morning at
#DellTechWorld
.
I appreciated the candid response on macroeconomic challenges and
#innovation
. It was encouraging to hear him share his confidence in $DELL to successfully manage a more difficult economic period.
2
4
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My newest on
@MarketWatch
picks 7 Winners in
#5G
from Mobile World Congress:
Modems:
@Qualcomm
OEM:
@Cisco
Infrastructure Chips:
@Intel
Edge:
@HPE
Device:
@SamsungMobile
End-to-End:
@Nokia
Service Provider:
@ATT
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I am finalizing my 5 top tech trends from 2023 post…
Here is where I am at.
1. AI
2. AI
3. AI
4. AI
5. AI
What did I miss? 😂
23
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The
#IntelVision
keynote (NDA) details cannot be shared, but it is safe to say that the "Say/Do" ratio is approaching 1:1 as
@PGelsinger
is following through on his promise of 5 nodes in 4 years.
#AI
is another area of promise that $INTC should capitalize on.
3
14
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If I was playing a drinking game for each time the word "Gorgeous" and "Remarkable" was used, I would be wasted by now.
#AppleEvent
3
16
66
RIP Dempsey.
My heart is broken 💔 and you left us too soon.
You brought smiles, joy, and comfort to everyone and endless love to our family.
There will never be another like you.
Love you forever buddy. You are a good boy 🫶
See you on the other side.
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Artificial Intelligence isn’t new
@salesforce
.
A 10 year timeline of innovation in
#AI
at $CRM shows the company has been leaning in for some time.
While
#GenAI
has commercialized AI quickly, some companies saw this coming long ago, including Salesforce.
#SalesforceAI
Day.
1
21
65
So
@nvidia
sheds a trillion in market cap over a 5 week period.
Not a single meaningful nvidia specific catalyst to drive the selling pressure. If anything the story has improved with huge capex commitments and what looks like a near-term workaround for China.
Investors that
13
9
67
About a week ago I went to NYC to hear from Satya Nadella and the Microsoft leadership about what is next for its
#AI
strategy including Copilot and new Windows, Surface, and Bing capabilities. It was an important moment for Microsoft begging the question whether the technology
2
12
32
Just spent 30 minutes speaking with Mark Wilson, CMO of
@BlackBerry
. Interesting story developing there. I use the phrase, a renaissance of sorts. Look forward to tracking their story more closely. Leadership in
#CyberSecurity
and a real innovation narrative.
2
16
63
Microsoft Event Feature of the day!
“Sounds like me” in Outlook.
You can click a button and Copilot will make the email sound more like you including formalities, inflection, sign off etc.
I’m swoon 👊🏻❤️
#MicrosoftEvent
2
10
65
Feels like I haven't said it in a while... but...
Here we grow again! 💪🏻🙌🏻👏🏻
It is with great excitement that I am sharing the next addition to
@TheFuturumGroup
. We are turning our attention to one of the most important trend lines in technology, something that is only
4
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60